Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,568 institutions that hold shares in the stock, with a total of 681 Million shares, which have been reported (via 13F filing form) to have a value of $384 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,683
shares
|
$947,108
0.03% of portfolio
|
Q1 2024
Reduced 3.05%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
1,681
shares
|
$945,982
0.25% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
1,678
shares
|
$944,294
0.55% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
1,678
shares
|
$944,294
0.07% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,677
shares
|
$943,731
0.03% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
1,674
shares
|
$942,043
0.43% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
1,674
shares
|
$942,043
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
1,673
shares
|
$941,480
0.9% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
1,673
shares
|
$941,480
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,670
shares
|
$939,792
0.07% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
1,670
shares
|
$939,792
0.61% of portfolio
|
Q3 2022
Added 72.16%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
1,662
shares
|
$935,290
0.3% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
1,659
shares
|
$933,602
0.2% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
1,658
shares
|
$933,039
0.32% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
1,657
shares
|
$932,476
0.44% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Tevis Investment Management
|
Jan 28, 2025 Q4 2024 |
1,655
shares
|
$931,351
0.66% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
1,647
shares
|
$926,849
0.0% of portfolio
|
Q3 2024
Reduced 92.49%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
1,647
shares
|
$926,849
0.22% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
1,644
shares
|
$925,161
0.15% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
1,643
shares
|
$924,598
0.06% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
1,642
shares
|
$924,035
0.03% of portfolio
|
Q4 2024
Added 11.85%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,642
shares
|
$924,035
0.21% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,638
shares
|
$921,784
0.21% of portfolio
|
Q1 2024
Reduced 7.61%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
1,637
shares
|
$921,221
0.05% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
1,634
shares
|
$919,533
0.36% of portfolio
|
Q4 2024
Added 17.13%
|